Isabella M Wardwell Char Fd

DALLAS, TX EIN: 05-6004615

Isabella M Wardwell Char Fd is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $515K in total assets. In 2024, it awarded 10 grants totaling $24K. Net investment income was $45K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$515K

+3.7% YoY

Annual Giving

$24K

+24.4% YoY

Grant Count

10

-9.1% YoY

Avg Grant Size

$2K

+36.8% YoY

About Isabella M Wardwell Char Fd

Based on IRS filings

Isabella M Wardwell Char Fd is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $515K in total assets. In 2024, it awarded 10 grants totaling $24K. Net investment income was $45K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BarringtonBristolE GreenwichEast GreenwichN ProvidenceNorth ProvidenceProvidenceWarrenWarwick

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$32K$65K$97K$130K20202021202220232024
Metric202420232022
Total Assets$515,247$496,959$504,937
Revenue$53,441$19,945$-12,035
Expenses$34,626$28,805$45,876
Qualifying Distributions$27,828$22,784$37,092
Net Investment Income$44,909$11,994$4,225
Distributable Amount$29,539$26,889$27,858

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$18K$28K$37K11 grants202010 grants202110 grants202211 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BRISTOL HOME FOR AGED WO…$4KPUBLIC SCHOOL TEACH RETI…$4KBRISTOL CHILDREN'S HOME$4KBRISTOL FEMALE CHARITABLE$4KFIRST CONGREGATIONAL CHU…$3KROGERS FREE LIBRARY OF B…$2KFUMC BRISTOLWARREN$2KST MARY'S HOME FOR CHILD…$1KST ELIZABETH'S HOME$1KST ANDREW'S SCHOOL$1K

Grant Size Distribution

52 grants across all recorded years

52<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$8K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$8,392

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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